Dunholme Financial Management Ltd

Independent Financial Adviser  Dunholme Financial Management Ltd, Durham, Durham, DH7 8JN
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FCA authorised
Last authorised 11th October 2021
We specialise in advising upon Retirement Planning, and the arrangement of Pension schemes and Investments. Contact us on <phone number hidden>
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR Peter Norman DipFA AIPW
Director
About us

We have advised some of our clients for over 30 years, of which 25 have been as an Independent Financial Adviser. Most of our clients are from Durham and the surrounding areas, however we service the Investment, Pension and Protection needs of clients across the North East of England and beyond.

Our services

We are a family run business, founded on over 30 years experience and an understanding of our clients needs. We pride ourselves on listening carefully to each individual clients objectives and constructing tailor made plans accordingly. We have serviced the ongoing needs of many of our clients for over 25 years.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

Dunholme Financial Management Ltd, 18 High Street South, Langley Moor, Durham, Durham, DH7 8JN

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